Team Leader Calendar Overlay

Team Leaders now have the ability to manage sessions through a calendar overlay tool. Please see the following steps for an overview of the Team Leader calendar view. 

*Please note- The following steps are only available when navigating in the Team Leader Role

 

 

1. While logged in a Team Leader, select the Calendar icon on the top left of your screen

Screen_Shot_2017-08-21_at_10.43.17_AM.png

 

2. The Calendar View will then appear. 

Screen_Shot_2017-08-21_at_10.52.12_AM.png

 

3. The filters above the calendar will filter down to the desired view. 

Screen_Shot_2017-08-21_at_10.59.20_AM.png

 

Session Status: Posted, Unsubmitted, or Submitted. Select All displays all statuses 

Service Provider: Shows all providers with submitted sessions on your caseload. Can select one, multiples or all providers. 

School: Shows all schools locations that selected provider's serve 

 

4. Sessions will have different display colors for each status 

Screen_Shot_2017-08-21_at_11.05.59_AM.png

 

Orange: Team Leader's personal sessions

Blue: Service Provider's submitted sessions 

Yellow: Unsubmitted sessions

Green: Posted Sessions

 

5. Sessions can be managed (posted, edited and moved) from the calendar view or in Session Management. 

 

 

 

 

 

 

 

 

 

 

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